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Yelena_007

Yelena_007

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IP属地：北京

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12主题

0勋章

03-27 10:01

$微软(MSFT)$ [流泪] [流泪] [流泪] 挂在了高岗上…

03-18

这篇文章不错，转发给大家看看

@Alter聊科技:企业想要打造一支“龙虾军团”，必须跨过四道“生死坎”

03-17

$Carvana Co.(CVNA)$ 好玩的二手车～

03-05

$中信建投证券(06066)$ 这个还有希望吗… 港股里这个是今年除了小米之外的第二坑[捂脸]

03-05

Replying to @纳兰长空:比如呢，A股目前买了长电、核电、华电这些算吗[笑哭]//@纳兰长空:关于“科技巨头开始拼电力，电力股能否成为新主线”这个问题，近期市场确实给出了非常积极的信号。随着AI算力需求爆发，电力已成为科技竞争的“新石油”，而A股市场的电力相关板块，尤其是电网设备，正迎来前所未有的关注。综合来看，电力股，特别是电网设备板块，确实具备了成为市场新主线的强大逻辑。它不仅是国内稳增长的重要抓手，更是全球AI科技竞赛中不可或缺的“卖铲人”。从“算力竞赛”到“电力争夺”，电力的价值正在被重新定义。不过，任何投资都伴随着风险。行业的发展也面临海外政策变化、国内电网投资不及预期、上游原材料价格波动等潜在挑战。如果打算布局这个赛道，建议优先关注那些具备核心技术、深度绑定海内外大客户且业绩确定性高的龙头企业。

02-24

$微软(MSFT)$ 第一次重仓了MS 没想到这样……

01-22

$小米集团-W(01810)$ 谁能救救这孩子… 26年开年雷。忍痛割肉还是扔着不管啊[笑哭]

01-22

$美国超微公司(AMD)$ 可惜买少了[捂脸] 今年好好抱紧苏姨！

01-15

$美国超微公司(AMD)$ 今年对我来说 AMD 比达子更香，因为成本差太多[捂脸]

01-13

$英特尔(INTC)$ 这周开始更多时间和注意力放在🇺🇸 运气也就不经意间开启了🔛

01-13

$美国超微公司(AMD)$ 2026年坚定持有苏姐的票🛫️

2025-11-13

$赤峰黄金(06693)$ 它比老铺更适合我～拿着慢慢盈✅

2025-11-04

这篇文章不错，转发给大家看看

@空军大队长:为什么短线老失败而长线一直成功？

2025-10-10

多少钱入这俩合适啊是不是得大跌时入才行？

2025-10-10

这篇文章不错，转发给大家看看

@孟浩:英伟达不是唯一答案，这五只ETF才是真正吃肉的机会

2025-09-29

$紫金黄金国际(02259)$ 打新🧧 下次多🀄️

2025-07-09

陪伴是最长情的告白

2025-06-27

这篇文章不错，转发给大家看看

@二套房研究员:纳指ETF，不只有QQQ：谁才是收益之王？

2025-03-31

$KO 20250620 75.0 CALL$ 落袋为安还是继续持有？

2025-03-24

$Palantir Technologies Inc.(PLTR)$

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挂在了高岗上…","images":[{"img":"https://static.tigerbbs.com/d1689b100af3f3362d8d3ff980652cdf","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/547034779260432","isVote":1,"tweetType":1,"viewCount":2642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":544158471586672,"gmtCreate":1773846683091,"gmtModify":1773846685466,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544158471586672","repostId":"544128787899144","repostType":1,"repost":{"id":544128787899144,"gmtCreate":1773838950452,"gmtModify":1773839881641,"author":{"id":"3576047870878731","authorId":"3576047870878731","name":"Alter聊科技","avatar":"https://static.tigerbbs.com/cd9635c894cbdce58c500b028852ca62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576047870878731","authorIdStr":"3576047870878731"},"themes":[],"title":"企业想要打造一支“龙虾军团”，必须跨过四道“生死坎”","htmlText":"图片 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Store的技能市场（ClawHub）。原本不会用你们公司","images":[{"img":"https://static.tigerbbs.com/b303095b0c491377556a3523c61a5333","width":"1080","height":"602"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544128787899144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543683329118240,"gmtCreate":1773760677432,"gmtModify":1773760681325,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CVNA\">$Carvana 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好玩的二手车～","images":[{"img":"https://static.tigerbbs.com/c7dc49e26b0d5f7c55286391e035d704","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543683329118240","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":539469077791512,"gmtCreate":1772724382015,"gmtModify":1772724394294,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06066\">$中信建投证券(06066)$</a> 这个还有希望吗… 港股里这个是今年除了小米之外的第二坑[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/06066\">$中信建投证券(06066)$</a> 这个还有希望吗… 港股里这个是今年除了小米之外的第二坑[捂脸]&nbsp;&nbsp;","text":"$中信建投证券(06066)$ 这个还有希望吗… 港股里这个是今年除了小米之外的第二坑[捂脸]","images":[{"img":"https://static.tigerbbs.com/b339f50af72fdbb087f73a50235fa119","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/539469077791512","isVote":1,"tweetType":1,"viewCount":1440,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"14948343863400","authorId":"14948343863400","name":"Bill9bill","avatar":"https://static.tigerbbs.com/09480816b0622790078ce4924cef997d","crmLevel":7,"crmLevelSwitch":1,"idStr":"14948343863400","authorIdStr":"14948343863400"},"content":"啊！垃圾中的战斗机！作为优乐赛共享的独家保荐人今天暗盘也破发啦","text":"啊！垃圾中的战斗机！作为优乐赛共享的独家保荐人今天暗盘也破发啦","html":"啊！垃圾中的战斗机！作为优乐赛共享的独家保荐人今天暗盘也破发啦"},{"author":{"id":"3502073777193541","authorId":"3502073777193541","name":"xulihui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3502073777193541","authorIdStr":"3502073777193541"},"content":"你还有希望，我这已经没机会了","text":"你还有希望，我这已经没机会了","html":"你还有希望，我这已经没机会了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":539468312019152,"gmtCreate":1772724264958,"gmtModify":1772725044681,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"htmlText":"Replying 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2026年坚定持有苏姐的票🛫️","images":[{"img":"https://static.tigerbbs.com/cd5b14136c797c9e4f18a2a0b4ca74ff","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521319789314408","isVote":1,"tweetType":1,"viewCount":1730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":499660196302888,"gmtCreate":1763012814737,"gmtModify":1763012826726,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$</a> 它比老铺更适合我～ 拿着 慢慢盈✅","listText":"<a href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$</a> 它比老铺更适合我～ 拿着 慢慢盈✅","text":"$赤峰黄金(06693)$ 它比老铺更适合我～ 拿着 慢慢盈✅","images":[{"img":"https://static.tigerbbs.com/41c264c80edad096bf6083f8f1af8a3f","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499660196302888","isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":496546363470192,"gmtCreate":1762249876409,"gmtModify":1762249878704,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496546363470192","repostId":"496059163431104","repostType":1,"repost":{"id":496059163431104,"gmtCreate":1762139404679,"gmtModify":1762236601834,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"title":"为什么短线老失败而长线一直成功？","htmlText":"这段时间我写了很多公司的分析报告，我在2021年就开始对整个美股做全部的研究，然后在2023年的时候把整个美股都研究完了，经过两三年的实践，2023年上半年选的三个长线股CVNA，UPST，OPEN都涨起来了，当时选这三个股票做长线的逻辑是因为这三个股票在2022年加息的时候跌了几十倍，那么我就想着降息的话就会涨几十倍，事实证明这是合逻辑的，这三个股票后面都涨了十倍以上，2023年上半年做的短线股开始很顺，后来碰到NVCR一直跌，给套死了，后来割肉出来，然后就停止了短线试验，到了2024年的时候发现收入增长快的股票每次大跌是一个抄底的机会，开始也准了好几次，结果碰到ASPN跟TMDX大跌了，虽然TMDX今年涨起来了，但是短线是不可能拿一年的，相比长线股UPST，OPEN，这短线就做得非常失败了。 今年说了不做短线的，但是特朗普加关税的时候导致股市大跌，很多人就抱怨我不应该高位叫大家买股票做长线，然后我又开始做短线了，这是第三次做短线了，开始也做成功了二三十个，但是现在碰到FIG一直跌，其他的也做得不行，基本上短线就做不下去了，反而是我实盘做的长线股还不错，我再复盘我的股市人生，我1999年学习股票，2007年入市，开始什么都不懂，就是买价格最便宜的股票，后来到2013年开始知道价值投资，当时选的就是茅台跟比亚迪，结果后来碰到一个大神带我做题材股，就是徐翔的那个方法，开始做得很好，但是2015年下半年这个方法就失灵了，2018年看到比亚迪跟茅台都涨了十倍，我就下定决心做长线价值投资，当时深入研究公司的时候，发现这些公司的上游都是日本美国，所以我就开始研究美股，研究了半年，发现美股有特斯拉这个最好的股票，我就满仓特斯拉，其他股票就没有研究了。 2019年特斯拉因为补贴取消的原因，导致股价跌到了170多，我群里的人一直在减少到70多个人，留下来的都是华人圈子里的大佬，这些人是特斯","listText":"这段时间我写了很多公司的分析报告，我在2021年就开始对整个美股做全部的研究，然后在2023年的时候把整个美股都研究完了，经过两三年的实践，2023年上半年选的三个长线股CVNA，UPST，OPEN都涨起来了，当时选这三个股票做长线的逻辑是因为这三个股票在2022年加息的时候跌了几十倍，那么我就想着降息的话就会涨几十倍，事实证明这是合逻辑的，这三个股票后面都涨了十倍以上，2023年上半年做的短线股开始很顺，后来碰到NVCR一直跌，给套死了，后来割肉出来，然后就停止了短线试验，到了2024年的时候发现收入增长快的股票每次大跌是一个抄底的机会，开始也准了好几次，结果碰到ASPN跟TMDX大跌了，虽然TMDX今年涨起来了，但是短线是不可能拿一年的，相比长线股UPST，OPEN，这短线就做得非常失败了。 今年说了不做短线的，但是特朗普加关税的时候导致股市大跌，很多人就抱怨我不应该高位叫大家买股票做长线，然后我又开始做短线了，这是第三次做短线了，开始也做成功了二三十个，但是现在碰到FIG一直跌，其他的也做得不行，基本上短线就做不下去了，反而是我实盘做的长线股还不错，我再复盘我的股市人生，我1999年学习股票，2007年入市，开始什么都不懂，就是买价格最便宜的股票，后来到2013年开始知道价值投资，当时选的就是茅台跟比亚迪，结果后来碰到一个大神带我做题材股，就是徐翔的那个方法，开始做得很好，但是2015年下半年这个方法就失灵了，2018年看到比亚迪跟茅台都涨了十倍，我就下定决心做长线价值投资，当时深入研究公司的时候，发现这些公司的上游都是日本美国，所以我就开始研究美股，研究了半年，发现美股有特斯拉这个最好的股票，我就满仓特斯拉，其他股票就没有研究了。 2019年特斯拉因为补贴取消的原因，导致股价跌到了170多，我群里的人一直在减少到70多个人，留下来的都是华人圈子里的大佬，这些人是特斯","text":"这段时间我写了很多公司的分析报告，我在2021年就开始对整个美股做全部的研究，然后在2023年的时候把整个美股都研究完了，经过两三年的实践，2023年上半年选的三个长线股CVNA，UPST，OPEN都涨起来了，当时选这三个股票做长线的逻辑是因为这三个股票在2022年加息的时候跌了几十倍，那么我就想着降息的话就会涨几十倍，事实证明这是合逻辑的，这三个股票后面都涨了十倍以上，2023年上半年做的短线股开始很顺，后来碰到NVCR一直跌，给套死了，后来割肉出来，然后就停止了短线试验，到了2024年的时候发现收入增长快的股票每次大跌是一个抄底的机会，开始也准了好几次，结果碰到ASPN跟TMDX大跌了，虽然TMDX今年涨起来了，但是短线是不可能拿一年的，相比长线股UPST，OPEN，这短线就做得非常失败了。 今年说了不做短线的，但是特朗普加关税的时候导致股市大跌，很多人就抱怨我不应该高位叫大家买股票做长线，然后我又开始做短线了，这是第三次做短线了，开始也做成功了二三十个，但是现在碰到FIG一直跌，其他的也做得不行，基本上短线就做不下去了，反而是我实盘做的长线股还不错，我再复盘我的股市人生，我1999年学习股票，2007年入市，开始什么都不懂，就是买价格最便宜的股票，后来到2013年开始知道价值投资，当时选的就是茅台跟比亚迪，结果后来碰到一个大神带我做题材股，就是徐翔的那个方法，开始做得很好，但是2015年下半年这个方法就失灵了，2018年看到比亚迪跟茅台都涨了十倍，我就下定决心做长线价值投资，当时深入研究公司的时候，发现这些公司的上游都是日本美国，所以我就开始研究美股，研究了半年，发现美股有特斯拉这个最好的股票，我就满仓特斯拉，其他股票就没有研究了。 2019年特斯拉因为补贴取消的原因，导致股价跌到了170多，我群里的人一直在减少到70多个人，留下来的都是华人圈子里的大佬，这些人是特斯","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496059163431104","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487732265443648,"gmtCreate":1760102193555,"gmtModify":1760102196016,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"htmlText":"多少钱入这俩合适啊 是不是得大跌时入才行？","listText":"多少钱入这俩合适啊 是不是得大跌时入才行？","text":"多少钱入这俩合适啊 是不是得大跌时入才行？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487732265443648","isVote":1,"tweetType":1,"viewCount":2588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487409979503488,"gmtCreate":1760025658662,"gmtModify":1760025660855,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487409979503488","repostId":"487397629579416","repostType":1,"repost":{"id":487397629579416,"gmtCreate":1760003835073,"gmtModify":1760004137672,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"英伟达不是唯一答案，这五只ETF才是真正吃肉的机会","htmlText":"这两年大家聊AI，很多人盯着的是模型升级、应用创新，比如OpenAI出新版本了，哪家公司又说要All In AI了。这些当然都重要，但我最近越来越觉得，真正的大钱，其实已经往“底层”去了。什么意思？先看一组数据。高盛最新预测，到2027年，美国几大科技巨头要砸出1.4万亿美元搞AI基建，是2022–2024年总投入的将近三倍。什么是AI基建？简单说，就是建“AI工厂”：得有芯片、有内存、有数据中心、有服务器、有网络设备、有电力冷却系统……没有这些，再强的模型也跑不起来。微软、亚马逊、谷歌、Meta、Oracle 这些大厂的钱已经砸下去了。微软3年准备花3760亿美金，谷歌也要砸3040亿。Meta也不甘落后，准备整出2790亿。看到这你肯定想问：这些大公司在砸钱，跟我有什么关系？其实关系大了去了。因为这波大资金最终流向的是芯片、设备、云平台、电力系统这些领域里的上市公司，比如 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 、 <a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 、 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 、 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 、 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 这些。你只要买对方向，是可以分享这波产业升级红利的。AI Pyramid但问题是，挑个股太难了。一不小心就会选错、买高、踩雷。而且芯片股本身波动大，今天涨10%，明天就可能回","listText":"这两年大家聊AI，很多人盯着的是模型升级、应用创新，比如OpenAI出新版本了，哪家公司又说要All In AI了。这些当然都重要，但我最近越来越觉得，真正的大钱，其实已经往“底层”去了。什么意思？先看一组数据。高盛最新预测，到2027年，美国几大科技巨头要砸出1.4万亿美元搞AI基建，是2022–2024年总投入的将近三倍。什么是AI基建？简单说，就是建“AI工厂”：得有芯片、有内存、有数据中心、有服务器、有网络设备、有电力冷却系统……没有这些，再强的模型也跑不起来。微软、亚马逊、谷歌、Meta、Oracle 这些大厂的钱已经砸下去了。微软3年准备花3760亿美金，谷歌也要砸3040亿。Meta也不甘落后，准备整出2790亿。看到这你肯定想问：这些大公司在砸钱，跟我有什么关系？其实关系大了去了。因为这波大资金最终流向的是芯片、设备、云平台、电力系统这些领域里的上市公司，比如 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 、 <a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 、 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 、 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 、 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 这些。你只要买对方向，是可以分享这波产业升级红利的。AI Pyramid但问题是，挑个股太难了。一不小心就会选错、买高、踩雷。而且芯片股本身波动大，今天涨10%，明天就可能回","text":"这两年大家聊AI，很多人盯着的是模型升级、应用创新，比如OpenAI出新版本了，哪家公司又说要All In AI了。这些当然都重要，但我最近越来越觉得，真正的大钱，其实已经往“底层”去了。什么意思？先看一组数据。高盛最新预测，到2027年，美国几大科技巨头要砸出1.4万亿美元搞AI基建，是2022–2024年总投入的将近三倍。什么是AI基建？简单说，就是建“AI工厂”：得有芯片、有内存、有数据中心、有服务器、有网络设备、有电力冷却系统……没有这些，再强的模型也跑不起来。微软、亚马逊、谷歌、Meta、Oracle 这些大厂的钱已经砸下去了。微软3年准备花3760亿美金，谷歌也要砸3040亿。Meta也不甘落后，准备整出2790亿。看到这你肯定想问：这些大公司在砸钱，跟我有什么关系？其实关系大了去了。因为这波大资金最终流向的是芯片、设备、云平台、电力系统这些领域里的上市公司，比如 $英伟达(NVDA)$ 、 $美国超微公司(AMD)$ 、 $阿斯麦(ASML)$ 、 $台积电(TSM)$ 、 $微软(MSFT)$ 、 $谷歌(GOOG)$ 这些。你只要买对方向，是可以分享这波产业升级红利的。AI Pyramid但问题是，挑个股太难了。一不小心就会选错、买高、踩雷。而且芯片股本身波动大，今天涨10%，明天就可能回","images":[{"img":"https://static.tigerbbs.com/01ba7529741c6e9cbcbd5b51f44be792","width":"1024","height":"1536"},{"img":"https://static.tigerbbs.com/188f4a5ad3899495a448253f3e1372a0","width":"1165","height":"694"},{"img":"https://static.tigerbbs.com/258cf9e82e6cb4294a881acb05a7cb08","width":"640","height":"247"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487397629579416","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483777450955080,"gmtCreate":1759138721992,"gmtModify":1759139032343,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"htmlText":"<a 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下次多🀄️","images":[{"img":"https://static.tigerbbs.com/e3d2400625dc8a123332fba927bc0a7f","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483777450955080","isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":454595120877656,"gmtCreate":1752022883676,"gmtModify":1752022895763,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"htmlText":"陪伴是最长情的告白","listText":"陪伴是最长情的告白","text":"陪伴是最长情的告白","images":[{"img":"https://static.tigerbbs.com/6596ba772dded110c7e1244b5e643ba6","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454595120877656","isVote":1,"tweetType":1,"viewCount":2103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":450483201655080,"gmtCreate":1751010069868,"gmtModify":1751010071393,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450483201655080","repostId":"437380278661712","repostType":1,"repost":{"id":437380278661712,"gmtCreate":1747795191723,"gmtModify":1747810394949,"author":{"id":"4178258832114400","authorId":"4178258832114400","name":"二套房研究员","avatar":"https://static.tigerbbs.com/b6933abdd949be419ea794498d4ba78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178258832114400","authorIdStr":"4178258832114400"},"themes":[],"title":"纳指ETF，不只有QQQ：谁才是收益之王？","htmlText":"最近科技股波动明显，不少投资者开始关注：如何在参与科技股成长的同时，也能拿到稳定的现金回报？ 其实，除了大家熟悉的QQQ，市场上还有几只采用备兑期权策略的高收益纳指ETF值得关注——QYLD、JEPQ和QQQI，尤其是近期快速崛起的新秀QQQI，在收益率和税收效率上都表现不俗。 要这么选？先贴答案： 追求稳定高收益，对上涨空间要求不高 → QYLD 希望兼顾收益和成长 → JEPQ 注重税收效率，不想明显落后大盘 → QQQI 以下是对三款ETF的详细分析比较，感兴趣的小伙伴可以继续往下看~ QYLD：老牌收益王者，分红稳定但增长有限 全称：Global X NASDAQ 100 Covered Call ETF 费用率：0.60% 分红频率：月度 年化分红率：约11%-12% QYLD采用典型的Covered Call（覆盖式看涨期权）策略：持有纳指100成分股的同时，每月卖出平值看涨期权赚取权利金。 优势：分红稳定且高。以1万美元持有为例，每月能拿到80-100美元分红。 劣势：上涨行情容易掉队。比如今年QQQ总回报为-4.8%，而QYLD为-7.0%，差距明显。 JEPQ：更灵活的均衡派，分红+成长两手抓 全称：JPMorgan Nasdaq Equity Premium Income ETF 费用率：0.35% 年化分红率：约9%-11% 资产规模：83亿美元 JEPQ并不简单复制纳指100，而是由摩根大通团队主动筛选高质量成长股，并通过部分备兑策略，保留部分上涨空间。 优势：在分红和增长之间取得平衡。今年回撤(-6.4%)小于QYLD，表现略优。 额外亮点：费用较低，仅0.35%。 QQQI：新晋黑马，靠税收效率脱颖而出 全称：NEOS NASDAQ-100® High Income ETF 费用率：0.68% 年化分红率：约14.38% 推出时间：2024年1月","listText":"最近科技股波动明显，不少投资者开始关注：如何在参与科技股成长的同时，也能拿到稳定的现金回报？ 其实，除了大家熟悉的QQQ，市场上还有几只采用备兑期权策略的高收益纳指ETF值得关注——QYLD、JEPQ和QQQI，尤其是近期快速崛起的新秀QQQI，在收益率和税收效率上都表现不俗。 要这么选？先贴答案： 追求稳定高收益，对上涨空间要求不高 → QYLD 希望兼顾收益和成长 → JEPQ 注重税收效率，不想明显落后大盘 → QQQI 以下是对三款ETF的详细分析比较，感兴趣的小伙伴可以继续往下看~ QYLD：老牌收益王者，分红稳定但增长有限 全称：Global X NASDAQ 100 Covered Call ETF 费用率：0.60% 分红频率：月度 年化分红率：约11%-12% QYLD采用典型的Covered Call（覆盖式看涨期权）策略：持有纳指100成分股的同时，每月卖出平值看涨期权赚取权利金。 优势：分红稳定且高。以1万美元持有为例，每月能拿到80-100美元分红。 劣势：上涨行情容易掉队。比如今年QQQ总回报为-4.8%，而QYLD为-7.0%，差距明显。 JEPQ：更灵活的均衡派，分红+成长两手抓 全称：JPMorgan Nasdaq Equity Premium Income ETF 费用率：0.35% 年化分红率：约9%-11% 资产规模：83亿美元 JEPQ并不简单复制纳指100，而是由摩根大通团队主动筛选高质量成长股，并通过部分备兑策略，保留部分上涨空间。 优势：在分红和增长之间取得平衡。今年回撤(-6.4%)小于QYLD，表现略优。 额外亮点：费用较低，仅0.35%。 QQQI：新晋黑马，靠税收效率脱颖而出 全称：NEOS NASDAQ-100® High Income ETF 费用率：0.68% 年化分红率：约14.38% 推出时间：2024年1月","text":"最近科技股波动明显，不少投资者开始关注：如何在参与科技股成长的同时，也能拿到稳定的现金回报？ 其实，除了大家熟悉的QQQ，市场上还有几只采用备兑期权策略的高收益纳指ETF值得关注——QYLD、JEPQ和QQQI，尤其是近期快速崛起的新秀QQQI，在收益率和税收效率上都表现不俗。 要这么选？先贴答案： 追求稳定高收益，对上涨空间要求不高 → QYLD 希望兼顾收益和成长 → JEPQ 注重税收效率，不想明显落后大盘 → QQQI 以下是对三款ETF的详细分析比较，感兴趣的小伙伴可以继续往下看~ QYLD：老牌收益王者，分红稳定但增长有限 全称：Global X NASDAQ 100 Covered Call ETF 费用率：0.60% 分红频率：月度 年化分红率：约11%-12% QYLD采用典型的Covered Call（覆盖式看涨期权）策略：持有纳指100成分股的同时，每月卖出平值看涨期权赚取权利金。 优势：分红稳定且高。以1万美元持有为例，每月能拿到80-100美元分红。 劣势：上涨行情容易掉队。比如今年QQQ总回报为-4.8%，而QYLD为-7.0%，差距明显。 JEPQ：更灵活的均衡派，分红+成长两手抓 全称：JPMorgan Nasdaq Equity Premium Income ETF 费用率：0.35% 年化分红率：约9%-11% 资产规模：83亿美元 JEPQ并不简单复制纳指100，而是由摩根大通团队主动筛选高质量成长股，并通过部分备兑策略，保留部分上涨空间。 优势：在分红和增长之间取得平衡。今年回撤(-6.4%)小于QYLD，表现略优。 额外亮点：费用较低，仅0.35%。 QQQI：新晋黑马，靠税收效率脱颖而出 全称：NEOS NASDAQ-100® High Income ETF 费用率：0.68% 年化分红率：约14.38% 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